Integration Tab
The integration tab is used to configure Projector for communication with third party products like QuickBooks, Great Plains, and Salesforce. You might also use it with other third party products through a custom integration built for your organization. This is also where you go to manage your accounting AR, AP, and GL transactions.
- Accounting Systems
- Advanced Analytics/BI
- CRM Systems
- Export Heading
- Single Sign On (SSO) Implementation Guide
- Task Management - Smartsheet Implementation Guide
The Integration tab is reached by choosing View | Integration.